Compliance | April 13th, 2015 Calmer Perspectives on Tibble Fee Case Despite enormous industry attention paid to the case, some attorneys say a pending Supreme Court decision in the Tibble vs....
Compliance | April 9th, 2015 Real Estate Services Firm Settles Stock Drop Case LandAmerica Financial Group will pay $5 million to settle claims it held company stock in its 401(k) plan when it...
Deals and People | April 6th, 2015 PLANSPONSOR Announces 2015 Best in Class 401(k) Plans PLANSPONSOR honors 29 firms with new “Best in Class” 401(k) Plan Designation.
Participants | April 3rd, 2015 Most Americans Unaware of IRS Deferral Limits A recent survey from Fifth Third Bank finds a vast majority of Americans cannot identify the Internal Revenue Service’s limits...
Investing | March 25th, 2015 DC Consultants Focused on Income Questions Meeting income objectives in retirement is key for target-date funds, according to 401(k) consultants polled by PIMCO.
Participants | March 10th, 2015 DC Participant Trading Light in February Participants in defined contribution plans did little to rebalance their portfolios in February.
Participants | February 17th, 2015 Disruptions Take $2.5T Retirement Bite Two-thirds of Americans surveyed have seen their long-term life and retirement plans disrupted at some point, TD Ameritrade says in...
Compliance | February 2nd, 2015 Former Comcast Employee Accused of Bilking Retirement Accounts A U.S. attorney has accused a former Comcast employee of creating dummy retirement accounts and defrauding the firm of nearly...
Benefits | January 30th, 2015 Average 401(k) Balance Record Set Again Fidelity's final quarterly retirement snapshot for 2014 shows the average 401(k) balance continues to push record levels.
Deals and People | January 29th, 2015 California Retirement Plan Consultants Combine QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.
Compliance | January 27th, 2015 Senator Hatch Outlines Plans for Retirement Reform Senate Finance Committee Chairman Orrin Hatch (R-Utah) has formally outlined his hopes and expectations for federal tax reform, including changes...
Compliance | January 21st, 2015 Supreme Court Urged to Drop Review in Tibble Case Edison International has petitioned the U.S. Supreme court to drop its review of Tibble vs. Edison International, a closely watched...
Administration | January 21st, 2015 401(k) Plan Sponsors Offering More Robust Auto Features A strong majority of companies with 401(k) plans have adopted automatic enrollment and other steps to ensure workers receive the...
Compliance | January 5th, 2015 DOL Investigating RadioShack 401(k) Plan An SEC filing reveals that RadioShack is facing several lawsuits over the company stock investment offering in its 401(k) plan,...
Compliance | January 5th, 2015 District Court Moves Forward Boeing Fee Case A federal district court has denied Boeing’s request for summary judgment on the merits of Spano vs. The Boeing Company,...
Compliance | January 2nd, 2015 Supreme Court Sets Date for Tibble Arguments The United States Supreme Court will hear arguments in the closely watched 401(k) fee litigation case Tibble v. Edison near the end...
Investing | December 30th, 2014 Still Potential for Growth of ETF Use in 401(k)s The use of ETFs in 401(k) plans has been slow to catch on, but some still believe it will happen.
Compliance | December 22nd, 2014 Addressing Mistakes in Tax Treatment of Employee Deferrals An updated IRS web page tells retirement plan sponsors how to correct the mistake of using the wrong tax treatment...
Compliance | December 22nd, 2014 IRS Reminds Plan Sponsors About Plan Checklists The Internal Revenue Service offers one-page checklists to help with reviewing retirement plan operations.
Products | December 19th, 2014 A 2015 Defined Contribution Checklist Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution...